Ever walk by a new store that’s crowded with customers and thought, “I bet that would be a great company to invest in?” Well, now there’s an app for that. Fidelity Investments introduced the new Stocks Nearby iPhone app on Monday, which uses th...
The good ole days. | Copyright George Marks, Getty Images
Ever wonder how you wound up in an office cubicle instead of a private office with your own secretary, couch and wet bar? The Economist takes a deep dive into the history of the cubic...
Every asset manager wants to get in front of financial advisors, but they may apply a bit more muscle this year as many plan to devote more money to their marketing budgets.
According to a study published in latest issue of The Cerulli Edge – Gl...
A North Carolina advisor is suing LPL Financial, alleging her supervisor tried to poach her clients after she rebuffed his sexual advances.
In the arbitration case, Jollene Austin claims LPL Financial failed to "supervise" her supervisor, Gerald...
Bill McGuire is principal of W.M.McGuire,LLC, an integrated marketing firm serving the independent advisor community. For more information visit www.wmmcguire.com or email bill@wmmcguire.com.
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A 2014 Vanguard report found that the average 401(k) account registered with Vanguard had $101,650, an 80 percent increase in savings since the market fallout of 2008. But does that number reflect reality? Ignor...
Following last week’s announcement easing requirements to its certification process, the Certified Financial Planner Board of Standards hired a former Holland & Knight partner in the newly formed role of general counsel.
Leo Rydzewski, CFP Board...
